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JPMorgan Ultra-Short Income ETF

966 hedge funds and large institutions have $19.6B invested in JPMorgan Ultra-Short Income ETF in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 317 increasing their positions, 473 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $16.3B → $19.6B (+$3.35B)

18% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 87

16.66% more ownership

Funds ownership: 71.5%88.15% (+17%)

0% more funds holding

Funds holding: 963966 (+3)

4% less funds holding in top 10

Funds holding in top 10: 164158 (-6)

33% less repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 473

Holders
966
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
14.08%
Holding in Top 10
158
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.66%
% of All Funds
2.3%
New
103
Increased
317
Reduced
473
Closed
87
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
401
Virtue Capital Management
Tennessee
$3.19M +$265K +5,283 +9%
CWA
402
Centennial Wealth Advisory
Michigan
$3.19M -$80.6K -1,607 -2%
GAM
403
Gotham Asset Management
New York
$3.17M -$3.19M -63,510 -50%
TFO
404
Tarbox Family Office
California
$3.1M -$3.81M -75,881 -55%
OC
405
Oppenheimer & Co
New York
$3.08M -$72.3K -1,440 -2%
BNP Paribas Financial Markets
406
BNP Paribas Financial Markets
France
$3.07M -$3.29M -65,574 -52%
BAM
407
BOS Asset Management
Illinois
$3.05M -$30.3K -604 -1%
WWS
408
Wellington Wealth Strategies
Indiana
$3.04M +$3.03M +60,424 New
SWM
409
Silverlake Wealth Management
Vermont
$3.03M -$892K -17,783 -23%
FGAM
410
Financial Gravity Asset Management
Texas
$3.03M +$96.8K +1,929 +1%
FWM
411
Fortress Wealth Management
California
$3M -$11.6M -231,459 -80%
ICM
412
IMS Capital Management
Oregon
$2.96M -$198K -3,947 -6%
RCM
413
Ridgepath Capital Management
Tennessee
$2.96M +$2.95M +58,865 New
OPA
414
Old Port Advisors
Maine
$2.95M -$35.7K -711 -1%
KA
415
Klingman & Associates
New York
$2.94M -$682K -13,599 -19%
GL
416
Graypoint LLC
New York
$2.89M +$562K +11,208 +24%
WWP
417
WR Wealth Planners
Missouri
$2.88M -$464K -9,246 -14%
CL
418
Choreo LLC
Illinois
$2.85M +$28.4K +565 +1%
GSEP
419
Golden State Equity Partners
California
$2.85M -$404K -8,042 -12%
FA
420
Fermata Advisors
California
$2.84M +$319K +6,364 +13%
GGS
421
Galvin Gaustad & Stein
Arizona
$2.8M -$1.05M -20,861 -27%
HA
422
Herold Advisors
New York
$2.77M +$291K +5,794 +12%
SFA
423
Sequoia Financial Advisors
Ohio
$2.76M -$782K -15,591 -22%
SWM
424
Sanctuary Wealth Management
Idaho
$2.72M +$1.51M +30,083 +125%
HGERS
425
Householder Group Estate & Retirement Specialist
Arizona
$2.71M +$244K +4,872 +10%

JPST Hedge Fund Activity: Q4 2023 in Review

966 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2023, worth a combined $19.6B — up 21% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new JPST positions and 87 closed out — a net gain of 16 holders — while 317 added to existing stakes and 473 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.77B. The largest seller was Fidelity Investments, cutting an estimated $84M.

  • 966 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2023, up from 963 in Q3 2023.
  • Funds reported $19.6B of JPMorgan Ultra-Short Income ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 103 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2023 and 87 closed out, a net change of +16 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.77B added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2023 was Fidelity Investments, an estimated $84M sold.

Based on aggregated 13F filings for Q4 2023.